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Salesforce Admin Syllabus ADM201, Study Guides, Projects, Research of Auditing

Birkbeck, University of LondonAuditing

Sales Cloud. Lead Assignment Rules. Web-to-Lead. Lead Auto-Response Rules. Lead Conversion. Sales Processes and Opportunity Stages.

Typology: Study Guides, Projects, Research

2021/2022

Uploaded on 09/27/2022

melanchony
melanchony 🇬🇧

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Salesforce Admin Syllabus ADM201
Overview –
o What is Salesforce.com?
o Data & Navigation
o Standard Apps, Objects, & Tabs
o Overview: Quiz
Company Profile –
o Configuring the Company Profile
o Company Profile: Scenario 1
o Company Profile: Scenario 1 Solution
Company Profile: Quiz
User Setup & Login Process –
Salesforce.com Editions
Introduction to Sandboxes
Overview of User Records
User Localization Settings
User Authentication
Exercise: Create a New User
Users: Scenario 1
o Users: Scenario 1 Solution
Users: Quiz
Security Model –
Security Overview
Profiles
Permission Sets
Roles
Groups
Manual Record Sharing & Auditing
Delegated Administration
Security Matrix
Security: Scenario
o Security: Scenario 1 Solution
Security: Scenario 2
o Security: Scenario 2 Solution
Security: Quiz
Security: Advanced Quiz
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Salesforce Admin Syllabus ADM

 Overview – o What is Salesforce.com? o Data & Navigation o Standard Apps, Objects, & Tabs o Overview: Quiz  Company Profile – o Configuring the Company Profile o Company Profile: Scenario 1 o Company Profile: Scenario 1 Solution Company Profile: Quiz User Setup & Login Process – Salesforce.com Editions Introduction to Sandboxes Overview of User Records User Localization Settings User Authentication Exercise: Create a New User Users: Scenario 1 o Users: Scenario 1 Solution Users: Quiz Security Model – Security Overview Profiles Permission Sets Roles Groups Manual Record Sharing & Auditing Delegated Administration Security Matrix Security: Scenario o Security: Scenario 1 Solution Security: Scenario 2 o Security: Scenario 2 Solution Security: Quiz Security: Advanced Quiz

Data Model – Object Relationships Entity Relationship Diagrams Data Model: Quiz User Interface Home Page Layouts Page Layouts Buttons & Links Applications & Tabs List Views Search Layouts UI: Scenario 1 o UI: Scenario 1 Solution UI: Scenario 2 o UI: Scenario 2 Solution UI: Quiz Fields Field Usage & Field Types Fields: Scenario 1 o Fields: Scenario 1 Solution Fields: Quiz Objects Managing Objects Field History Tracking Lookup or Master-Detail Relationship Picklist vs Object Many to Many Relationships Lookup Filters Exercise: Custom Object & Tab Objects: Quiz Formulas Formulas Overview Formulas: Scenario 1 o Formulas: Scenario 1 Solution Formulas: Scenario 2 o Formulas: Scenario 2 Solution Formulas: Quiz

Data Management Record IDs Importing & Manipulating Data Validation Rules Introduction to Data Quality Exercise: Upsert Using External ID Data Management: Quiz Content Content Permissions Content: Quiz Analytics Report Types Reports Dashboard Analytics: Quiz Workflow Workflow & Approvals Overview Workflow: Quiz Desktop and Mobile Desktop and Mobile: Quiz Desktop and Mobile: Feedback AppExchange AppExchange: Quiz Getting Certified Nailing the “Gotcha” Questions Certified Administrator: Practice Exam and Dumps